Farther Finance Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
4,484
-1,469
| -25% | -$111K | 0.01% | 1111 |
|
|
2025
Q1 | $490K | Sell |
5,953
-789
| -12% | -$64.9K | 0.01% | 794 |
|
|
2024
Q4 | $514K | Sell |
6,742
-47
| -0.7% | -$3.58K | 0.02% | 570 |
|
|
2024
Q3 | $559K | Sell |
6,789
-91
| -1% | -$7.49K | 0.02% | 546 |
|
|
2024
Q2 | $481K | Buy |
6,880
+336
| +5% | +$23.5K | 0.02% | 491 |
|
|
2024
Q1 | $501K | Buy |
6,544
+4,246
| +185% | +$325K | 0.03% | 395 |
|
|
2023
Q4 | $157K | Buy |
2,298
+453
| +25% | +$31K | 0.01% | 637 |
|
|
2023
Q3 | $140K | Buy |
1,845
+60
| +3% | +$4.54K | 0.02% | 460 |
|
|
2023
Q2 | $156K | Buy |
1,785
+7
| +0.4% | +$611 | 0.03% | 356 |
|
|
2023
Q1 | $148K | Sell |
1,778
-33
| -2% | -$2.75K | 0.04% | 308 |
|
|
2022
Q4 | $150K | Buy |
+1,811
| New | +$150K | 0.06% | 259 |
|